Carson Wealth (CWM LLC)
SMFG icon

Carson Wealth (CWM LLC)’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$689K Buy
34,903
+3,460
+11% +$72.7K ﹤0.01% 1796
2025
Q4 		$608K Buy
31,443
+14,927
+90% +$259K ﹤0.01% 1798
2025
Q3 		$276K Buy
16,516
+930
+6% +$14.9K ﹤0.01% 2199
2025
Q2 		$236K Sell
15,586
-1,127
-7% -$16.2K ﹤0.01% 2033
2025
Q1 		$258K Buy
16,713
+171
+1% +$2.6K ﹤0.01% 1764
2024
Q4 		$240K Sell
16,542
-414
-2% -$5.69K ﹤0.01% 1717
2024
Q3 		$214K Sell
16,956
-215
-1% -$2.84K ﹤0.01% 1723
2024
Q2 		$230K Buy
17,171
+1,456
+9% +$17.6K ﹤0.01% 1518
2024
Q1 		$185K Buy
15,715
+1,633
+12% +$17.5K ﹤0.01% 1552
2023
Q4 		$136K Buy
14,082
+28
+0.2% +$271 ﹤0.01% 1596
2023
Q3 		$138K Buy
14,054
+115
+0.8% +$1.06K ﹤0.01% 1468
2023
Q2 		$120K Buy
13,939
+2,306
+20% +$19.1K ﹤0.01% 1478
2023
Q1 		$93K Sell
11,633
-281
-2% -$2.38K ﹤0.01% 1531
2022
Q4 		$96K Sell
11,914
-910
-7% -$5.8K ﹤0.01% 1398
2022
Q3 		$71K Buy
12,824
+5,628
+78% +$33.9K ﹤0.01% 1497
2022
Q2 		$42K Sell
7,196
-6,353
-47% -$38.4K ﹤0.01% 1705
2022
Q1 		$85K Buy
13,549
+6,466
+91% +$46.1K ﹤0.01% 1393
2021
Q4 		$48K Buy
+7,083
New +$48K ﹤0.01% 1584
2021
Q2 		$13K Hold
1,829
– – ﹤0.01% 2000
2021
Q1 		$13K Hold
1,829
– – ﹤0.01% 2000
2020
Q4 		$13K Hold
1,829
– – ﹤0.01% 2000
2020
Q3 		$13K Hold
1,829
– – ﹤0.01% 2000
2020
Q2 		$13K Hold
1,829
– – ﹤0.01% 1999
2020
Q1 		$13K Hold
1,829
– – ﹤0.01% 1999
2019
Q4 		$13K Hold
1,829
– – ﹤0.01% 1999
2019
Q3 		$13K Hold
1,829
– – ﹤0.01% 1999
2019
Q2 		$13K Hold
1,829
– – ﹤0.01% 1999
2019
Q1 		$13K Buy
1,829
+1,341
+275% +$9.59K ﹤0.01% 1999
2018
Q4 		$3K Buy
+488
New +$3.64K ﹤0.01% 1678
2018
Q3 		– Sell
-196
Closed -$2K – 1978
2018
Q2 		$2K Sell
196
-214
-52% -$1.78K ﹤0.01% 1420
2018
Q1 		$3K Sell
410
-540
-57% -$4.83K ﹤0.01% 1123
2017
Q4 		$8K Buy
950
+399
+72% +$3.23K ﹤0.01% 947
2017
Q3 		$4K Buy
+551
New +$4.2K ﹤0.01% 1157
2016
Q1 		– Sell
-134
Closed -$1K – 808
2015
Q4 		$1K Buy
+134
New +$1.05K ﹤0.01% 655

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMFG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 11% in Q1 2026, buying an estimated $72.7K and bringing the position to 34,903 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Carson Wealth (CWM LLC) first reported a position in SMFG in Q4 2015 and has held it in 34 quarters since. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,903 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $689K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,460 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2026, an estimated $72.7K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1796 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2015 and has held it in 34 quarters since.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.